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Moneta Group Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Moneta Group Investment Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,096
Closed -$234K – 811
2025
Q4 		$234K Hold
2,096
– – ﹤0.01% 714
2025
Q3 		$228K Hold
2,096
– – ﹤0.01% 711
2025
Q2 		$211K Buy
+2,096
New +$196K ﹤0.01% 662

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Moneta Group Investment Advisors's AVUS Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Avantis US Equity ETF (AVUS) in Q1 2026, closing a stake of 2,096 shares — an estimated $234K sold.

Moneta Group Investment Advisors first reported a position in AVUS in Q2 2025 and held it in 3 quarters. The position peaked at $234K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Avantis US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,096 Avantis US Equity ETF shares in Q1 2026, an estimated $234K.
  • Moneta Group Investment Advisors first reported a position in Avantis US Equity ETF in Q2 2025 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Avantis US Equity ETF position peaked at $234K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.